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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-03-13 |
| UT | RA | APPROVED | 2012-01-06 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfgia | Orem | UT | 06/2001 | Present |
| Ihc | Provo | UT | 01/1997 | Present |
| Inv3Estment Management Association | Orem | UT | 08/1996 | Present |
| Transamerica Financial Advisors, Inc | Orem | UT | 01/2012 | Present |
| Oakleaf Industrial Properties Llc | Orem | UT | 12/2014 | Present |
| Oakleaf Commercial Properties Llc | Orem | UT | 05/2015 | Present |
| Oakleaf Capital Holdings Llc | Provo | UT | 01/2015 | 08/2025 |
| Thunder Cloud Services Llc | Provo | UT | 12/2016 | Present |
| Oakleaf Farms Llc | Provo | UT | 08/2020 | Present |
Sales of insurance and non insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc 01/1997PRESENTIHCPROVOUtahUnited StatesNoSALES OAKLEAF COMMERCIAL PROPERTIES LLC; NO; 448 W 800 N, OREM, UT 84057; COMPANY OWNS A COMMERCIAL BUILDING; OWNER; 5/1/2015; MANAGE THE BUILDING Co name: OAKLEAF FARMS LLC/emp dates: 0820 TO PRESENT/ INVESTMENT RELATED: NO /address: 3214 N UNIVERSITY AVE #534 PROVO, UT 84604 / position: OWNER/ nature of business: HONEY PRODUCTION/hrs work monthly: 0/Sec trading hrs: 0/ duties: NONE OBA Amendment Update: OAKLEAF FARMS LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-19 |
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